3,376 hedge funds and large institutions have $173B invested in IBM in 2025 Q2 according to their latest regulatory filings, with 304 funds opening new positions, 1,317 increasing their positions, 1,264 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

10% more call options, than puts

Call options by funds: $4.07B | Put options by funds: $3.71B

4% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 1,264

0.38% more ownership

Funds ownership: 62.66%63.04% (+0.38%)

Holders
3,376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
121
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.07B
Puts
$3.71B
Net Calls
Net Calls Change

Top Sellers

1 -$657M
2 -$604M
3 -$477M
4
First Trust Advisors
First Trust Advisors
Illinois
-$245M
5
KBC Group
KBC Group
Belgium
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1726
Keynote Financial Services
Connecticut
$1.12M
MPI
1727
Mairs & Power Inc
Minnesota
$1.11M
HKAM
1728
Horizon Kinetics Asset Management
New York
$1.11M
CICI
1729
Capital Investment Counsel Inc
North Carolina
$1.11M
WI
1730
WrapManager Inc
California
$1.11M
RPCONE
1731
Retirement Planning Company of New England
Rhode Island
$1.11M
NED
1732
Nancy E. Dempze
$1.11M
CAAM
1733
Cornerstone Advisors Asset Management
Pennsylvania
$1.11M
PS
1734
Planned Solutions
California
$1.11M
BFA
1735
Benedict Financial Advisors
Georgia
$1.11M
CF
1736
Centaurus Financial
California
$1.11M
RIA
1737
Retirement Investment Advisors
Oklahoma
$1.11M
WA
1738
Wealth Architects
California
$1.11M
CA
1739
Cornerstone Advisory
Maryland
$1.1M
WAG
1740
Winthrop Advisory Group
Massachusetts
$1.1M
BWM
1741
Blossom Wealth Management
California
$1.1M
HWA
1742
Heritage Wealth Advisors
Virginia
$1.1M
IAS
1743
Investment Advisory Services
Texas
$1.1M
CCG
1744
Chatham Capital Group
Georgia
$1.1M
FAN
1745
Financial Advisors Network
California
$1.09M
GM
1746
GeoWealth Management
Illinois
$1.09M
BHPW
1747
Beverly Hills Private Wealth
California
$1.09M
VNA
1748
Valley National Advisers
Pennsylvania
$1.09M
NRI
1749
NFP Retirement Inc
California
$1.09M
OHWP
1750
Oak Harbor Wealth Partners
North Carolina
$1.09M